SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

669 hedge funds and large institutions have $5.57B invested in Schwab US Broad Market ETF in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 206 increasing their positions, 311 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
13.53%
Holding in Top 10
94
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6%
% of All Funds
1.9%
New
50
Increased
206
Reduced
311
Closed
34
Calls
$9.4M
Puts
$2.84M
Net Calls
+$6.56M
Net Calls Change
+$4.38M

Top Buyers

1
JIP
JBJ Investment Partners
South Carolina
+$33.6M
2
AP
Agilis Partners
Massachusetts
+$18.7M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$15.7M
4
HCM
Hengehold Capital Management
Ohio
+$4.83M
5
EP
Eudaimonia Partners
Tennessee
+$4.74M

Top Sellers

1
TI
tru Independence
Oregon
-$56.1M
2
TIM
Total Investment Management
Arizona
-$54.3M
3
Betterment LLC
Betterment LLC
New York
-$39.7M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$34.5M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
251
Private Portfolio Partners
New Jersey
$1.85M -$15.9K -1,200 -0.9%
JHCP
252
Jackson Hole Capital Partners
Oklahoma
$1.84M -$28.7K -2,160 -2%
BWL
253
Bogart Wealth LLC
Virginia
$1.79M -$73.8K -5,562 -4%
MA
254
Modus Advisors
Minnesota
$1.79M -$2.84M -213,696 -61%
JWBC
255
John W. Brooker & Co
California
$1.76M -$123K -9,258 -7%
OCG
256
Opus Capital Group
Ohio
$1.76M +$40.4K +3,042 +2%
RF
257
RHS Financial
California
$1.74M +$360K +27,138 +26%
MG
258
Mather Group
Illinois
$1.72M +$1.72M +129,306 New
ACM
259
AlphaStar Capital Management
North Carolina
$1.72M -$511K -37,416 -23%
FA
260
Faithward Advisors
Pennsylvania
$1.7M -$729K -54,894 -30%
BAM
261
Baldrige Asset Management
Pennsylvania
$1.69M -$34.2K -2,574 -2%
DPI
262
Diversified Portfolios Inc
Michigan
$1.68M +$71.7K +5,400 +4%
SEEDPG
263
S.E.E.D. Planning Group
New York
$1.66M -$114K -8,622 -6%
MMA
264
Miracle Mile Advisors
California
$1.66M +$806K +60,678 +95%
WIC
265
Woodmont Investment Counsel
Tennessee
$1.66M – – –
SMC
266
Smith, Moore & Co
Missouri
$1.65M -$17.4K -1,314 -1%
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$1.63M -$8.29M -624,708 -84%
FI
268
FormulaFolio Investments
Michigan
$1.63M +$454K +34,176 +39%
NL
269
NEPC LLC
Massachusetts
$1.59M – – –
WPA
270
West Paces Advisors
Georgia
$1.55M -$18.3K -1,380 -1%
SWM
271
Segment Wealth Management
Texas
$1.54M +$40.7K +3,066 +3%
QCG
272
Quadrant Capital Group
Ohio
$1.54M -$1.91M -143,712 -55%
MS
273
Madden Securities
Texas
$1.52M -$121K -9,096 -7%
JPLA
274
Joseph P. Lucia & Associates
New York
$1.5M -$11.7K -882 -0.8%
MPM
275
Meritage Portfolio Management
Kansas
$1.5M +$52K +3,918 +4%
9 10
11
12 13